Sage 100 Payroll Setup

When you install the Sage 100 Standard Link, a new detail page is added to Sage HRMS.

The Sage 100 Payroll Setup page allows you to enter employee payroll data that is required prior to transferring employees from Sage HRMS to Sage 100 Payroll. All information entered here can be transferred to Sage 100 to set up the employee’s payroll. You can then continue to maintain all required employee information from Sage HRMS, transferring to Sage 100 Payroll as needed.

You should use the Sage 100 Payroll Setup page to enter employee payroll data before using the Sage HRMS to Sage 100 Payroll transfer process.

To Use the Sage 100 Payroll Setup page

Use the Refresh Sage HRMS Code Tables to refresh data that may have been updated in Sage 100 Payroll.
Select Employees > Tasks > View/Edit Employee.
Find an employee and then select Job and Pay in the Toolbar menu to open the Job and Pay window.
Click the Sage 100 Payroll Setup icon to open the Sage 100 Payroll Setup window.

Note: If the window displays an employee from a Canadian employer, all fields are disabled.

For each employee, enter all necessary information, then click Apply to save your changes and remain on the window, or click OK to save your changes and close the window.

The Sage 100 Payroll Setup page contains four tabs: Payroll Status, Federal Tax, State Tax, and Local Tax.

Payroll Status tab

Items on this tab
Item	Description
Sage 100 Employee Number	Leave this field blank. The field will automatically populate when the transfer is complete. Note: If you are transferring employees from Sage HRMS to Sage 100 Payroll for the first time, we recommend you leave this field blank. For more information about employee numbers, see the section Validating Employee Numbers later in this section.
Benefit Code	Select the benefit schedule code.
SUI State	Select the state code associated with the employee's state unemployment insurance.
Autopay Employee	Indicate whether you want the system to use the automatic payment amount for this employee.
Direct Deposit	Indicate whether the employee uses direct deposit.
Overtime Exempt	Indicates whether the employee is exempt from overtime pay. This is a read-only field.
Pension / Profit Sharing	Indicate whether the employee is eligible for an employer-sponsored retirement plan.
Pay Cycle	Automatically populated with the Pay Frequency from the Current Pay page. This is a read-only field.
Pay Method	Automatically populated with values from the Salaried/Hourly field on the Current Job Detail page. This is a read-only field.
Hourly Pay Rate / Pay Period Salary	Automatically populated with values from either the Unit Pay Rate or the Pay Period Salary from the Current Pay Detail page. This is a read-only field. Tip: If the employee is salaried, the amount displayed in the Pay Period Salary field reflects a pay period salary. If the employee is hourly, the amount displayed in the Hourly Pay Rate field reflects an hourly rate.

Federal Tax tab

Items on this tab
Item	Description
Filing Status	Select the federal filing status.
Dependent Exemptions	Enter the number of dependent exemptions for federal filing.
Override Withholding Tax Calculation	Override Withholding Tax Calculation enables you to override the normal tax calculation. Select a value from the drop-down list: None Specified – The employee requires the normal tax table withholding calculation. Use Percentage – The withholding tax is to be calculated as a percentage of the gross wages (the percentage amount set at the Override Amount field). Add Amount – The withholding tax derived from the tax table is to be adjusted by adding the amount at the Override Amount field. Use Fixed Amount – The withholding tax is to be a fixed amount equal to the amount entered at the Override Amount field.
Override Withholding Tax Amount	The Override Withholding Tax Amount field is available only if an option other than None is selected at the Override Withholding Tax Calculation field. If Use Percentage is selected, enter the percentage rate to be applied. If Add Amount is selected, enter the amount to be added to the calculated withholding tax amount. If Use Fixed Amount is selected at the Override Withholding Tax Calculation field, enter the withholding tax amount for each paycheck. Note: You cannot enter a negative amount.

State Tax tab

Items on this tab
Item	Description
Primary State	Select the primary state.
Primary State Filing Status	Select the primary state filing status. Note: If the Filing Status field is blank, download the latest Sage 100 Tax Update from Sage Online Support and Services.
Primary State Dependent Exemptions	Enter the number of dependent exemptions for the primary state filing.
Primary State Personal Exemptions	Enter the number of personal exemptions for the primary state filing.
Primary State Override Withholding Tax Calculation	Override Withholding Tax Calculation enables you to override the normal tax calculation. Select a value from the drop-down list: None Specified – The employee requires the normal tax table withholding calculation. Use Percentage – The withholding tax is to be calculated as a percentage of the gross wages (the percentage amount set at the Override Amount field). Add Amount – The withholding tax derived from the tax table is to be adjusted by adding the amount at the Override Amount field. Use Fixed Amount – The withholding tax is to be a fixed amount equal to the amount entered at the Override Amount field.
Primary State Override Withholding Tax Amount	The Override Withholding Tax Amount field is available only if an option other than None is selected at the Override Withholding Tax Calculation field. If Use Percentage is selected, enter the percentage rate to be applied. If Add Amount is selected, enter the amount to be added to the calculated withholding tax amount. If Use Fixed Amount is selected at the Override Withholding Tax Calculation field, enter the withholding tax amount for each paycheck. Note: You cannot enter a negative amount.
Primary State Workers' Compensation Code	Select the employees workers' compensation code.
Secondary State	Select the secondary state filing status.
Secondary State Filing Status	Select the state filing status (primary state). Note: If the Filing Status field is blank, download the latest Sage 100 Tax Update from Sage Online Support and Services.
Secondary State Dependent Exemptions	Enter the number of dependent exemptions for the secondary state filing.
Secondary State Personal Exemptions	Enter the number of personal exemptions for the secondary state filing.
Secondary State Override Withholding Tax Calculation	Override Withholding Tax Calculation enables you to override the normal tax calculation. Select a value from the drop-down list: None Specified – The employee requires the normal tax table withholding calculation. Use Percentage – The withholding tax is to be calculated as a percentage of the gross wages (the percentage amount set at the Override Amount field). Add Amount – The withholding tax derived from the tax table is to be adjusted by adding the amount at the Override Amount field. Use Fixed Amount – The withholding tax is to be a fixed amount equal to the amount entered at the Override Amount field.
Secondary State Override Withholding Tax Amount	The Override Withholding Tax Amount field is available only if an option other than None is selected at the Override Withholding Tax Calculation field. If Use Percentage is selected, enter the percentage rate to be applied. If Add Amount is selected, enter the amount to be added to the calculated withholding tax amount. If Use Fixed Amount is selected at the Override Withholding Tax Calculation field, enter the withholding tax amount for each paycheck. Note: You cannot enter a negative amount.
Secondary State Workers' Compensation Code	Select the employees workers' compensation code.

Local Tax tab

This tab is available only if a local tax is set up for the primary state selected.

Items on this tab
Item	Description
Primary State Local Code	Select the primary state local code.
Filing Status	Select the primary state local filing status.
Dependent Exemptions	Enter the number of dependent exemptions for the primary state local filing.
Personal Exemptions	Enter the number of personal exemptions for the primary state local filing.
Override Withholding Tax Calculation	Override Withholding Tax Calculation enables you to override the normal tax calculation. Select a value from the drop-down list: None Specified – The employee requires the normal tax table withholding calculation. Use Percentage – The withholding tax is to be calculated as a percentage of the gross wages (the percentage amount set at the Override Amount field). Add Amount – The withholding tax derived from the tax table is to be adjusted by adding the amount at the Override Amount field. Use Fixed Amount – The withholding tax is to be a fixed amount equal to the amount entered at the Override Amount field.
Override Withholding Tax Amount	The Override Withholding Tax Amount field is available only if an option other than None is selected at the Override Withholding Tax Calculation field. If Use Percentage is selected, enter the percentage rate to be applied. If Add Amount is selected, enter the amount to be added to the calculated withholding tax amount. If Use Fixed Amount is selected at the Override Withholding Tax Calculation field, enter the withholding tax amount for each paycheck. Note: You cannot enter a negative amount.